Client Relationship Specialist - Woodbury, MN

Charles Schwab; Saint Paul (MN); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical options

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab seeks professionals to assist individuals and families with a range of financial needs, including retirement planning, charitable giving, estate planning, and active investing. The role supports banking and lending needs within the Investor Services team, emphasizing client service and regulatory knowledge.

The team values clear communication, independent work, and strong teamwork to handle multiple client inquiries efficiently.

Qualifications

• Bachelor's degree or equivalent work related experience.
• Active Series 7 license required (may be obtained after employment).
• Active Series 63 license required (may be obtained after employment).
• Notary preferred.

Responsibilities

• Help individuals and families with their financial needs across retirement planning, estate planning and investing.
• Assist clients with banking and lending needs within the Investor Services framework.

Education

Bachelor's degree or equivalent

Series 7 license

Series 63 license

Notary preferred

Job description

Your opportunity

Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.

To read more about our client offerings visit: Charles Schwab - Investor Services

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

• Bachelor's degree or equivalent work related experience
• A valid and active Series 7 license is required (may be obtained under a condition of employment)
• A valid and active Series 63 license is required (may be obtained under a condition of employment)
• Notary preferred
• Minimum 12 months in a client service industry
• Basic understanding of brokerage regulations and rules that govern client accounts
• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Outstanding written and oral communication skills
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Ability to manage multiple client situations, needs and inquiries simultaneously
• Need be able to build and maintain good cross enterprise working relationships

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance